Videos — IRA Basics

Self-Directed IRA — Ugh!! Let’s Do A Rah-Rah for the SD 401K!!

In the world of self-directed IRA custodians and IRA administrators, what is the common thread?  Well, if you said establishing self-directed IRA plans for its clients…give yourself a gold star!  Whether these companies are establishing your IRA plan with or without checkbook control, they are still establishing a self-directed IRA.  Are these plans of benefit to you, especially if you…read more →

Self-Directed 401K — How About NO CUSTODIAN Requirement?!

Ah, you have done all your research on self-directed IRA plans, you learn about all the IRS regulations and Prohibited Transactions affecting both IRA and 401K plans, and you even are trying to determine whether you should establish a Roth IRA or possibly do a Roth IRA conversion with your current funds. Undoubtedly, in your research, you quickly learned that…read more →

IRA Custodians & Self-Directed IRA Custodians — Did You Know there were Three!?

How do you want to invest your IRA? Are you only interested in stocks, bonds and mutual funds….there are plenty of IRA custodians that will take your money. Interested more in investing in non-traditional assets (e.g., real estate)….well, you will have a harder time finding these custodians, but a good Google research will get you information on those custodians. Want…read more →

Self-Directed IRA Plans — Which Ones can be Self-Directed?

The age-old question related to Self-Directed IRA plans….which ones can be self-directed? While there are some IRAs that, practically speaking, will not be self-directed, it doesn’t mean that they can’t be. You just don’t find it that often. Many folks just assume that if it is an IRA, only a Traditional IRA and a Roth IRA can be self-directed. In…read more →

Your IRA or 401K Broker — An Oldie, but a Goodie!

First of all, I hope all of you had a wonderful 4th of July holiday. Certainly realizing that very few of us will probably actually be working on this day (July 5), I wanted to post this funny video because I believe at various times in all of our lives, we have experienced a similar experience to what is in…read more →

What are the Benefits of a Roth 401K?!

The benefits of a Roth 401K, especially when compared to a Roth IRA, are staggering. This video will help explain what these benefits are and, more importantly, why you may want to consider a 401K of any kind before an IRA. But, you must qualify for the 401K! As part of this video, it should be noted that it was…read more →

Can an IRA be Co-Jointly Owned? Oh…Don’t Ask!

Many married folks have an IRA….whether it is a Traditional IRA, Roth IRA or SEP. Being married and wanting to establish a self-directed IRA, many married individuals want to combine each of their IRAs into one IRA account or have their respetive IRA co-jointly owned by the other spouse as well. This is not permissible and the following video will…read more →

Self-Directed IRA Contribution Limits — Who Stinking Cares?!

Well, actually, all of us should. So, why do I have such a strong commentary on the subject matter of IRA contribution limits…whether it be an IRA, Roth IRA or SIMPLE IRA? It is because in comparison to a 401K plan, the IRA just doesn’t hold up with any aggressive planning you may have to increase the value of your…read more →

What is a Self-Directed Roth IRA — Defined?

Well, in defining what a Roth IRA is, we first have to define what an IRA is. An IRA is a tax advtanaged retirement savings plan as defined by the IRS. So, with a Roth, it is still an IRA, it just doesn’t have the tax advantages associated with your contributions. Whereas a typical IRA contributions are made on a…read more →

Self-Directed IRA — Why an F May Be Better Than an A or a C!

Whether it be a self-directed Roth IRA, Traditional IRA or SEP IRA, learn why it might be important to you to save money on IRA custodian fees AND have full control of your IRA retirement plan and retirement savings. You see, in the world of self-direction, you typically have the options of utilizing a IRA Facilitator, IRA Administrator or IRA…read more →